The Uncomfortable Truth in Insurance and Financial Services
The race to digital transformation has been relentless. Every insurance carrier and financial institution is pouring resources into "seamless" online portals, self-service apps, and automated chatbots. The goal is clear: efficiency, speed, and a modern customer experience.
But there's an uncomfortable truth emerging from the data: your digital channels might be driving your most valuable clients straight to the competition.
The problem isn't the technology itself; it's the impersonality of it. In moments that matter most—a complex claim, a major investment decision, or a critical policy review—customers don't want a bot or a generic FAQ page. They want a human expert, and they want it now.
The Triggering Statistics You Can't Ignore
Consider these two statistics that highlight the chasm between industry ambition and customer reality:
1. The Dissatisfaction Gap: More than 30% of insurance customers are dissatisfied with the digital channels available to them 1. This isn't a small segment; it's nearly one-third of your policyholders finding your self-service options frustrating, confusing, or inadequate for their needs.
2. The Switching Risk: This dissatisfaction has a direct impact on your bottom line. A staggering 64% of consumers would consider switching insurers for an improved digital experience 2. The "improved experience" they are looking for is not more automation, but a better, more human connection when they need it most.
Bridging the Gap with "In-Person" Video
This is the digital paradox: you need the efficiency of digital, but you can't afford to lose the trust and connection of a human interaction.
This is where a solution like Video In Person (vinp.io) transforms the equation. It's not just another video conferencing tool; it's a dedicated system designed to transform remote interactions into meaningful, in-person experiences.
Imagine a customer struggling with a complex form on your website. Instead of forcing them into a frustrating phone queue or a slow email exchange, a single click can instantly connect them to a live agent via a secure, branded video call. The agent can see the customer's screen (with permission), guide them through the process, and resolve the issue in minutes.
Video In Person allows you to:
• Escalate instantly: Move from a chat or a web page to a face-to-face conversation with a single link.
• Process claims faster: Conduct remote audits and visual inspections, dramatically reducing the time-to-settlement.
• Rebuild trust: Deliver the personal, expert-led service that complex financial decisions require, all without the client having to travel to a branch.
Stop choosing between efficiency and empathy. With Video In Person, you can leverage the speed of digital while delivering the personal touch that keeps your clients satisfied and loyal.









































